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Farah Financial Services, LLC (Newport Beach)


Farah Financial Services, LLC is an adviser based in Newport Beach. It manages $50 million of regulatory assets for 225 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdictions of California, Louisiana, and New York.

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Farah Financial Services provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Farah Financial Services: assets under management

The assets under management (AUM) of Farah Financial Services, LLC is $50 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 25% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $50 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $222.22 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Farah Financial Services, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Newport Beach

The principal office where Farah Financial Services, LLC performs its advisory services is located at 511 East Balboa Blvd., Newport Beach, CA 92661, which is also the mailing address of the firm. An additional office of the firm is in New York, NY. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 949-719-2625 or by fax 949-719-2650. The normal business hours are 6:30am to 4pm on Monday - Friday. You can find more information about the New York firm at www.farahas.com.


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